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Carmichael Hill & Associates’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History

Carmichael Hill & Associates’s Portfolio IEMG Stock Details IEMG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$75.7K Buy
1,318
+38
+3% +$2.06K 0.03% 302
2024
Q2 		$68.5K Hold
1,280
– – 0.03% 295
2024
Q1 		$66K Buy
1,280
+60
+5% +$3K 0.03% 302
2023
Q4 		$61.7K Hold
1,220
– – 0.03% 317
2023
Q3 		$58.1K Hold
1,220
– – 0.03% 308
2023
Q2 		$60.1K Buy
1,220
+63
+5% +$3.08K 0.03% 312
2023
Q1 		$56.5K Buy
1,157
+14
+1% +$687 0.03% 305
2022
Q4 		$53.4K Buy
1,143
+620
+119% +$28.2K 0.03% 324
2022
Q3 		$22K Sell
523
-536
-51% -$25.7K 0.01% 453
2022
Q2 		$52K Buy
1,059
+300
+40% +$15.5K 0.03% 322
2022
Q1 		$42K Buy
759
+14
+2% +$809 0.02% 390
2021
Q4 		$45K Hold
745
– – 0.02% 386
2021
Q3 		$46K Hold
745
– – 0.02% 361
2021
Q2 		$50K Buy
745
+149
+25% +$9.82K 0.03% 351
2021
Q1 		$38K Hold
596
– – 0.02% 384
2020
Q4 		$37K Sell
596
-5
-0.8% -$288 0.02% 366
2020
Q3 		$32K Buy
601
+480
+397% +$25.2K 0.02% 359
2020
Q2 		$6K Hold
121
– – ﹤0.01% 544
2020
Q1 		$5K Hold
121
– – ﹤0.01% 529
2019
Q4 		$7K Buy
+121
New +$6.24K 0.01% 519

Other funds holding IEMG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Carmichael Hill & Associates's IEMG Position: Q3 2024 in Review

Carmichael Hill & Associates increased its iShares Core MSCI Emerging Markets ETF (IEMG) stake by 3% in Q3 2024, buying an estimated $2.06K and bringing the position to 1,318 shares worth $75.7K. The position accounts for 0.03% of the portfolio, ranked #302.

Carmichael Hill & Associates first reported a position in IEMG in Q4 2019 and has held it in 20 quarters since. 1,730 funds tracked by Wall St. Rank hold IEMG as of Q3 2024.

  • Carmichael Hill & Associates held 1,318 shares of iShares Core MSCI Emerging Markets ETF worth $75.7K as of Q3 2024.
  • Carmichael Hill & Associates bought 38 iShares Core MSCI Emerging Markets ETF shares in Q3 2024, an estimated $2.06K.
  • iShares Core MSCI Emerging Markets ETF made up 0.03% of Carmichael Hill & Associates's portfolio in Q3 2024, its #302 holding.
  • Carmichael Hill & Associates first reported a position in iShares Core MSCI Emerging Markets ETF in Q4 2019 and has held it in 20 quarters since.
  • 1,730 funds tracked by Wall St. Rank held iShares Core MSCI Emerging Markets ETF as of Q3 2024.

Based on Carmichael Hill & Associates's 13F filing for Q3 2024, filed 29 Oct 2024.